Financial Planning

Doing

Financial Planning

Doing

Find Your Financial Confidence Today!

Unlock your financial potential with confidence and clarity through our comprehensive, step-by-step process.

Financial Confidence Process™

Unlock the path to financial freedom and security with IPWA’s Financial Confidence Process. It’s more than just managing money and making prudent decisions, it’s about achieving your vision of a secure future. Let’s journey together through each purposeful stage to attain a stronger financial outlook.

Stage 1: Clarify Your Vision
Each journey begins with understanding our innermost values and beliefs. Defining our life’s focus areas, roles and relationships aids in giving clarity, shaping our attitude towards money and financial decisions. Dare to prioritise your goals, and find the balance between what your heart desires and what your finances can achieve.

Stage 2: Create Your Plan
Creating a roadmap to success involves putting together the bits and pieces of your financial life. Begin by assessing your current situation, gathering data to benchmark your progress. Identify any obstacles in your path and find the resources at hand to overcome them. Design detailed strategies using this wealth of information for a practical, efficient way forward.

Stage 3: Commit to Your Goals
Commitment forms the core of personal success. Therefore, we emphasise on developing systems that align your finances with your life goals. Let us help you break your journey into achievable milestones, and make your financial dreams come true!

Stage 4: Complete Your Goals
Track your progress and stay aligned with your plan. With every step forward, ensure you evolve and adapt your strategies to reflect your current position. We understand that life is ever-changing, so should your plan. Learn to navigate through these changes with an adaptable mindset.

Stage 5: Celebrate & Contribute
At the journey’s end is the sweet moment of success! Cherish it, and appreciate your hard work and perseverance that carried you to this day. But remember, success is truly fulfilling when shared. That’s why we encourage you to contribute and give back to the community, enriching everyone’s life around you.

Seize the moment, embrace each stage, and wake up each day knowing you have the confidence to master your finances. Your journey to financial confidence begins now!

Client Financial Portal

Financial Coaching

  • Goal Setting, Planning & Tracking

  • Life Transition Planning

  • Financial Crisis Management

  • Financial Workshops & Coaching

Investment Planning

Insurance Planning

  • Health, Life, Disability & LTC (Video)

  • Home, Autos & Rentals

  • Professional Liability (E&O), Umbrella

  • Business Liability & Commercial Property

  • Employee, Event & Miscellaneous

Tax Planning

  • Tax Preparation Oversight

  • Tax Planning & Projections

  • Tax Efficient Portfolios

  • Tax Law Harvesting

Estate Planning

Create an investment plan to achieve your goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.